• October 10. 2026

The Race and Shifts in the Trillion-Dollar Market In 2026, the global AI computing power industry stands at an unprecedented historical juncture. Ⅰ.Computing Power: An Exponential Increase According to the latest report released by an industry research institution, as of June 2025, the total computing power of global computing devices reached 4495 EFlops, a significant year-on-year increase of 117...

• September 30. 2026

Previously, we clarified the value logic, market growth, product stratification, and technological upgrade requirements brought about by the iteration of high-speed optical modules for PCB in the AI era, and outlined the industry dividends of high-speed motherboards and backplanes. Building on this, this article makes a key addition: the true high-value core and high-barrier track in the AI and PC...

• September 23. 2026

In the previous article, we analyzed the value logic, market growth, product stratification, and technological barriers of PCB in the AI era. Today, we will explore the upstream materials and midstream HDI (High-Intensity Distributed Assembly) sectors along the industry chain, and extend to the key downstream scenario of optical module packaging. Ⅰ.Upstream Materials: Leading in Scale, but Constra...

• September 21. 2026

When people mention PCB (Printed Circuit Board), many think of it as just an ordinary green board used in electronic products for soldering chips and connecting cables. But few know that in today's era of skyrocketing AI computing power, a dedicated PCB for AI servers costs 1000 times more than a circuit board for ordinary household appliances! Today we'll break down the seemingly insignificant PC...

• July 30. 2026

A race to build AI infrastructure with no turning back. In 2026, the US data center industry is experiencing an unprecedented expansion. According to the latest data from TrendForce, the combined capital expenditure of the world's nine largest cloud service providers is projected to reach $830 billion in 2026, a significant year-on-year increase of 79%. Among them, the four major North American te...

• December 23. 2025

In critical communication scenarios such as data centers and 5G base stations, optical modules serve as the "core hub" for photoelectric signal conversion, and their "zero-failure" operation directly impacts the stability of the entire communication network. ETU-LINK, leveraging years of accumulated expertise and utilizing its cleanroom as a core base, has achieved a legendary "zero-failure" quali...

• July 05. 2024

With the rapid development of Artificial Intelligence (AI) technology, the computing power and data transmission needs of AI clusters are increasing. To meet this demand, optical module technology is also advancing. High-rate optical modules, as a new generation of high-speed optical communication solutions, are being gradually applied to AI clusters to provide them with more efficient and stable ...

• June 26. 2024

Recently, market research firm YOLE Group stated in its latest market report that the AI-driven optical module market will see a 45% year-on-year growth. The AI-driven optical transceiver market in data communications is expected to witness a whopping 45% year-on-year growth through 2024, demonstrating strong market dynamics and promising growth prospects. The revenue of the optical transceiver ma...